Money Tales

Money Tales

Choosing to be Happy, with Marguerite Lorenz

November 02, 2023

In this episode of Money Tales, our guest is Marguerite C. Lorenz, CTFA, CLPF. Marguerite has navigated many challenges in her life. One occurred in October 2007 when her home, along with over 100 others in her neighborhood, burned to the ground. Marguerite and her two children, who were in middle school at the time, lost everything. This included some objects, that they didn’t realize until later, attached them to certain family memories. There were two strong forces that helped Marguerite’s family at the time. First was a loving community that came together to provide for them. And the second was solid insurance coverage that provided them financial footing as they reestablished their lives after the disaster.

Since 2003, Marguerite has been a managing partner of Lorenz Private Trustees and has served as a Professional Trustee and Executor on over 100 matters. Her book, Ethics for Trustees 2.0, gives further understanding to the work of a Fiduciary and its ethical considerations. Marguerite also serves as Vice-Chair of the Board for the Independent Trustee Alliance (ITA).

Marguerite’s experience includes, but is not limited to, residential and commercial real estate, high net worth and ultra-high net worth families, multi-family housing, fiduciary management of corporations, coin, art and book collections, investment accounts and vessels. Her clients have properties in California and other states. She enjoys those matters where the parent, or grandparent, has worked hard to build the family business and wishes to keep their assets in trust for the protection and enjoyment of their family, kids and grandkids.

Marguerite is a California Licensed Professional Fiduciary (#319), a Certified Trust and Fiduciary Advisor (CTFA) #87097, and a Master Certified Independent Trustee (MCIT) through the ITA. She has been awarded Certification through the Institute of Certified Bankers/American Bankers Association. She is a Graduate of the National Trust School, American Bankers Association at Northwestern University and holds a Certificate in Professional Fiduciary Management for Trustees from California State University, Fullerton.

Ms. Lorenz serves as an expert witness on criminal matters. Marguerite serves her clients in California and beyond. In the past, Governor Brown appointed Marguerite to serve a four-year term as a Member of the California Professional Fiduciaries Advisory Committee. Under her leadership, the Bureau developed various educational publications and extended the national awareness of the fiduciary profession.